Document Changes in Scope
If, during a project, the client realises a mistake in the scope or specs or one is pointed out to the client and the client authorizes or instructs a change …
Isolation and Lockout Procedures
Always make sure that isolation or lock-out procedures are followed. If an electrical contractor needs to access some wiring, they should follow a procedure of isolating or de-energizing the circuit. …
Review Before Sending
Review all documents before they are released to the client, contractor, bid, etc. It is important that the documents are checked that they are the most up to date version, …
Keep Documentation Professional
Work on the assumption that anything you put in the project file may some day be looked at in a court of law. Be careful with every document, photo, memo, …
Confirmation of Transmittals
Get confirmation from the client or contractors that they received transmittals. Make sure this is in writing (preferably a signed transmittal form).
Copy Minutes of Meetings to Attendees
Copy notes or minutes of meetings with the client to the client. Don’t just keep them in the project file. This is important for legal reasons, as you can then …
Don’t Do Blanket Approvals
Don’t get blanket approvals on drawings or designs without each one being marked as approved by the client. A client may send documentation stating that the designs or drawings are …
Formal Handover Meeting
Good project handover is important. Give the new project manager a project summary document and also hold a handover meeting.
Always Act Professionally
Always act professionally in dealing with everyone involved with the project, even people just visiting or on site. Many people on construction sites may act in what is often expected …
Get Instructions in Writing
If a client representative asks or instructs you to do something on site (of any value or lasting effect) get it in writing before doing it. For example, if the …